Salesforce Dynamic Account

In this article

Overview

You can use this account type to connect Salesforce Snaps with data sources that use Salesforce Dynamic account.

Dynamic Account types support Secrets Management, a SnapLogic add-on that allows you to store endpoint credentials in a third-party secrets manager. Orgs using Secrets Management provide the information necessary to retrieve the secrets in expression-enabled dynamic Account fields. During validation and execution, Pipelines obtain the credentials directly from the secrets manager. Learn more about Secrets Management.

Prerequisites

None.

Limitations

None.

Account Settings

Field NameField TypeDescription

Label*

Default ValueNone
Example:
Salesforce Dynamic Account

String

Specify the name for the account instance.


Access token*

Default ValueN/A
Example:
FMJ9810LK21

String/Expression

Specify the access token for Salesforce.com.


Instance URL*

Default Value: N/A
Example
:https://login.salesforce.com

String/Expression

Specify the instance URL to be used to access Salesforce.com.


Using a Dynamic Token in a Dynamic Account

To use a Dynamic Token from Salesforce with a dynamic account, you will need to create:

  1. A Pipeline to perform the desired Salesforce actions.
  2. A triggered task to call that pipeline.
  3. A REST Get Pipeline to query for the token information.
  4. A Salesforce Dynamic Account with values supplied by Pipeline parameters. You must use Pipeline parameters since accounts get initialized before Snaps.

You need to create a new connected app in Salesforce. For details, see the Creating a new Connected App post in SnapLogic Community. Also see Setting up OAuth2 authorization in Salesforce

Salesforce Pipeline

Create a Salesforce Pipeline (with any Salesforce Snaps) using the following Pipeline parameters:

  • accessToken
  • instanceURL

You will supply values for them in the triggered task. The necessary Salesforce Dynamic Account will be created later, so bypass that for now.

Triggered Task

Create a triggered task for the Salesforce Pipeline. Supply the instance_url and access_token values received from the grant_type POST to the Pipeline parameters.

REST Get Pipeline

Create a REST Get pipeline that calls the Salesforce triggered task with the query parameters such as:

Salesforce Dynamic Account

In the Salesforce Pipeline, create a Salesforce Dynamic Account within the Salesforce Snap used.

Set the expression toggle on for both Access token and Instance URL.

Set Access token to _accessToken and Instance URL to _instanceURL.

Example

Salesforce Snap Reading the Bulk Records with the Dynamic Account Enabled

The Snap reads records from the Account object, and retrieves values for the 10 output fields (Output field limit) starting from the 3rd field (Output field offset). Additionally, we are passing the values dynamically with the expressions enabled. The Pipeline parameters to be passed dynamically are set for the Access token and the Instance URL fields. 

The Key and Value parameters are assigned using the Edit Pipeline property on the designer. For this Pipeline, define the following parameters:

  • accessToken
  • instance

The Salesforce Read Snap reads the records from the object, Account, to the extent of 10 records starting from the 3rd record (by defining the properties- Output field limit and Output field offset with the values 10 and 3 respectively).

Create a dynamic account and toggle (enable) the expressions for Access Token and Instance URL properties in order to pass the values dynamically. 
Set Access token to _accessToken and Instance URL to _instance_url. Note that the values are to be passed manually and are not suggestible. 

Successful execution of the Pipeline displays the below output view: